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Set Up and Maintain Retail Execution
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            Setup Default Location

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            Setup Default Location

            After you install the managed packages, check that the Default Location record is created as part of the installation. The Default location record is required for Visit creation as this record is automatically assigned to the Advanced Visits Place field. The Default Location record must be shared with all internal users in the system.

            Required Editions

            Available in: Lightning Experience

            Available in Unlimited and Enterprise Editions that have Consumer Goods Cloud enabled.

            As part of the installation process, a LocationShare record is automatically created. Check that the LocationShare record exists when the Default Sharing setting for the Location object isn’t Public Read/Write for internal or external access.

            To check if the LocationShare records exist, run this query from the developer console, under the Query Editor section.

            Select Id, ParentId, UserOrGroupId, AccessLevel, RowCause, LastModifiedDate, LastModifiedBy.Name, IsDeleted from LocationShare where Parent.Name = 'Default Location'

            This query must return one row. If the query doesn’t return any result, ensure that the Default Sharing setting for the Location is Public Read/Write for internal and external access.

            • Create Sharing Rule
              If the default sharing setting for the Location isn’t Public Read/Write for internal or external access, create a LocationShare record.  This record creates a Default Location that you can share with all the users in the system.
             
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